EverSource Wealth Advisors
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EverSource Wealth Advisors’s Custom Truck One Source CTOS Stock Holding History

EverSource Wealth Advisors’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8K Buy
1,165
+67
+6% +$631 ﹤0.01% 2705
2026
Q1 		$7.21K Buy
1,098
+561
+104% +$3.69K ﹤0.01% 3090
2025
Q4 		$3.09K Buy
537
+7
+1% +$43 ﹤0.01% 3325
2025
Q3 		$3.4K Hold
530
– – ﹤0.01% 3312
2025
Q2 		$2.62K Buy
530
+54
+11% +$233 ﹤0.01% 3411
2025
Q1 		$2.01K Buy
+476
New +$2.3K ﹤0.01% 2930

Other funds holding CTOS

Platinum Equity Advisors
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's CTOS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Custom Truck One Source (CTOS) stake by 6.1% in Q2 2026, buying an estimated $631 and bringing the position to 1,165 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

EverSource Wealth Advisors first reported a position in CTOS in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • EverSource Wealth Advisors held 1,165 shares of Custom Truck One Source worth $13.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 67 Custom Truck One Source shares in Q2 2026, an estimated $631.
  • Custom Truck One Source made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2705 holding.
  • EverSource Wealth Advisors first reported a position in Custom Truck One Source in Q1 2025 and has held it in 6 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.